WT

Washington Trust Portfolio holdings

AUM $3.05B
1-Year Est. Return 20.36%
This Quarter Est. Return
1 Year Est. Return
+20.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.41B
AUM Growth
+$310M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,056
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$7.01M
3
+$6.67M
4
MTN icon
Vail Resorts
MTN
+$6.34M
5
SYK icon
Stryker
SYK
+$5.74M

Top Sells

1
+$22.5M
2
+$19.9M
3
+$9.19M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.55M
5
AMZN icon
Amazon
AMZN
+$8.22M

Sector Composition

1 Technology 19.04%
2 Financials 14.37%
3 Healthcare 12%
4 Consumer Discretionary 11.85%
5 Communication Services 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$35K ﹤0.01%
473
+213
452
$35K ﹤0.01%
350
453
$35K ﹤0.01%
+320
454
$35K ﹤0.01%
+690
455
$34K ﹤0.01%
907
456
$34K ﹤0.01%
680
-21,328
457
$34K ﹤0.01%
174
458
$34K ﹤0.01%
700
459
$33K ﹤0.01%
480
460
$33K ﹤0.01%
800
461
$33K ﹤0.01%
550
462
$33K ﹤0.01%
300
463
$33K ﹤0.01%
163
+154
464
$33K ﹤0.01%
975
465
$33K ﹤0.01%
1,000
466
$33K ﹤0.01%
639
467
$32K ﹤0.01%
+680
468
$32K ﹤0.01%
465
469
$32K ﹤0.01%
227
470
$32K ﹤0.01%
200
-9,763
471
$32K ﹤0.01%
92
472
$31K ﹤0.01%
1,505
473
$31K ﹤0.01%
900
-200
474
$31K ﹤0.01%
3,600
475
$31K ﹤0.01%
2,190
17 18
19
20 21